Roles And Responsibilities : - Provide specialized financial advice and solutions.- Serve as the client's primary point of contact, ensuring an excellent experience.- Manage investment portfolios, maximizing returns and rebalancing as required.- Use networking to find and explore new business possibilities.- Make sure that regulations and internal policies are followed.- Regularly monitor and analyze portfolio performance, and give updates.Desired candidate profile : - Providing specialist banking products to a small group of high-net-worth consumers.- Graduate or postgraduate.- Customer orientation- High energy levels with a drive to succeed.Benefits and perks include :- Health insurance, childcare, paid time off, pension, annual leave, and maternity leave for female candidates.For additional details, contact us at 8488833693 (ref:updazz.com)
updazz .com
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